EPISODE · Nov 19, 2025 · 27 MIN
Ep. 84: Berkshire Bags Google, SoftBank Dumps NVDA?! + Steam’s Surprise Headset
from Dconstructed: The Podcast · host Dconstructed: The Podcast
Stocks whiplashed (again), and the big dogs made moves. We unpack why Berkshire quietly scooped up Alphabet, why SoftBank bailed on Nvidia (and what that signals), and how Steam—yes, the game store—just crashed the XR party with new hardware. Plus: brief market setup into Thanksgiving, where we’re nibbling (and where we’re not), and whether this pullback is the appetizer before the Santa rally. Not financial advice; just two nerds timing stop-losses and espresso shots.00:44 Stock Market Rollercoaster02:02 Nvidia and SoftBank's Moves06:37 Berkshire's Investment in Alphabet10:08 Tesla and Meta Stock Insights13:39 Market Watch: Netflix and TTD Analysis17:54 VR Headsets: Valve's New Steam Frame23:41 Blue Origin's Successful Launch
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Ep. 84: Berkshire Bags Google, SoftBank Dumps NVDA?! + Steam’s Surprise Headset
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